Shoprite Holdings Ltd (SHP) — Strategic Asset Allocation Index
Shoprite Holdings Ltd (SHP) has a Strategic Asset Allocation Index of 165.1% as of June 2023. Strategic assets (PP&E of ZAC43.38 Billion plus long-term investments of ZAC-) total ZAC43.38 Billion, measured against net assets of ZAC26.28 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Shoprite Holdings Ltd Strategic Asset Allocation Index (2014–2023)
This chart shows how Shoprite Holdings Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 165.1%, representing strategic assets of ZAC43.38 Billion against net assets of ZAC26.28 Billion ZAC. Explore SHP cash generation efficiency to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Shoprite Holdings Ltd (2014–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Shoprite Holdings Ltd from 2014 to 2023, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see how much is Shoprite Holdings Ltd worth.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 165.1% | ZAC43.38 Billion | ZAC43.38 Billion | ZAC- | ZAC26.28 Billion | ▲ +6.9 pp |
| 2022 | 158.2% | ZAC40.54 Billion | ZAC40.54 Billion | ZAC- | ZAC25.63 Billion | ▼ -6.4 pp |
| 2021 | 164.6% | ZAC34.89 Billion | ZAC34.89 Billion | ZAC- | ZAC21.20 Billion | ▼ -12.6 pp |
| 2020 | 177.2% | ZAC35.42 Billion | ZAC35.42 Billion | ZAC- | ZAC19.99 Billion | ▲ +25.5 pp |
| 2019 | 151.7% | ZAC39.70 Billion | ZAC37.19 Billion | ZAC2.52 Billion | ZAC26.18 Billion | ▲ +66.8 pp |
| 2018 | 84.8% | ZAC23.31 Billion | ZAC21.22 Billion | ZAC2.09 Billion | ZAC27.48 Billion | ▲ +13.7 pp |
| 2017 | 71.2% | ZAC19.75 Billion | ZAC18.41 Billion | ZAC1.34 Billion | ZAC27.75 Billion | ▼ -8.3 pp |
| 2016 | 79.4% | ZAC17.00 Billion | ZAC16.91 Billion | ZAC95.00 Million | ZAC21.40 Billion | ▼ -1.7 pp |
| 2015 | 81.2% | ZAC15.55 Billion | ZAC15.37 Billion | ZAC178.00 Million | ZAC19.16 Billion | ▲ +1.7 pp |
| 2014 | 79.4% | ZAC13.73 Billion | ZAC13.58 Billion | ZAC155.00 Million | ZAC17.28 Billion | — |